Senior Paraplanner

Location: Sydney, New South Wales
Job Type: Permanent
Salary: AU$83000.00 - AU$95000 per annum
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 191427_1562030674

An excellent opportunity has arisen for a Paraplanner to join a leading Australian Bank and have the opportunity within a tight knit team, to learn and develop your career, whether your goal is to becoming a senior paraplanner, adviser or growing in other areas within the financial industry.

We are seeking a motivated and driven individual with experience working in a high volume environment preparing personalised statements of advice ensuring they fit the client's lifestyle and financial planning needs.

The Role:

  • Develop accurate and succinct Complex Statements of Advice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Work with advisers to develop quality advice for clients

You Will Need:

  • MUST have solid experience with XPlan or COIN
  • Experience preparing SOAs, product research and selection
  • High volume SoA writing (4 per week)
  • Must be degree qualified
  • Min 2 years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

For a confidential discussion please call Anson Lam on 02 8247 5712, email anson.lam@porterallen.com.au or click on the apply button below.